Apollon Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Apollon Wealth Management, LLC
- $3.22 Billion
- Q2 2024
A detailed history of Apollon Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 229,962 shares of SCHM stock, worth $18.2 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
229,962
Previous 17,086
1245.91%
Holding current value
$18.2 Million
Previous $1.39 Million
1186.63%
% of portfolio
0.56%
Previous 0.04%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio